Customer Success Team

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  • Warehouse Storage (Bin) Locations

    Overview Setting the Warehouse Storage Location for an Inventory Model Activating the Warehouse Storage Location Column on Scanning Screens Printing Reports with Warehouse Storage Locations Includ...

  • 0.27.72

    What's New in Version 0.27.72 (release date 2022-11-22) Implemented Element Definitions > Search Options, Accounting Options, and Document Header tabs. Implemented Inventory PO History. Implemente...

  • Google Sign-In | Overview and Key Concepts

    Introduction Using Google Sign-In with Flex Introduction Flex integrates with Google Sign-In to give you a quick, easy, and secure way to log in to Flex. With just your Google account, Google Si...

  • Google Calendar | Overview and Key Concepts

    Introduction How it Works Next Steps Introduction Flex integrates with Google Calendar so you can combine the benefits of Flex with the power of Google. Flex sends information one-way to Google ...

  • 0.27.71

    What's New in Version 0.27.71 (release date 2022-11-02) Implemented Element Definitions > Custom Fields, Line Item Options (previously "Allowed Resource Types"), and Tiered Pricing Models tabs. Im...

  • Creating a Transfer Order

    Overview Creating a New Transfer Order Editing Transfer Order Details Deleting a Transfer Order Undeleting a Transfer Order Overview If you have multiple business locations with your Flex subscr...

  • 0.27.70

    What's New in Version 0.27.70 (release date 2022-10-13) Implemented Element Definitions > Contact Associations, Security, and Dates & Times tabs. Implemented the Audit Trail for inventory model...

  • 0.27.69

    What's New in Version 0.27.69 (release date 2022-09-22) Implemented Element Definitions > Status Options, Child Elements, and Report tab. Implemented Financials > Automation Profiles. Implemented ...

  • 0.27.68

    What's New in Version 0.27.68 (release date 2022-09-01) Implemented Projects > Calendar Templates. Implemented Calendar Settings. Implemented System Settings > Sound Themes. Implemented Projects >...

  • 0.27.67

    What's New in Version 0.27.67 (release date 2022-08-11) Implemented System Settings > Sound Clips. Implemented System Settings > Holiday Schemes. Implemented the Assigned Number field for contacts...